Category Archives: Estate Planning

An older couple looking over documents

Financial Planning for Retirement: Estate Tax Considerations and Wealth Preservation

Planning for retirement involves more than just saving money; it requires a strategic approach to ensure your wealth is preserved and passed on to your beneficiaries in the most efficient manner. In California, understanding estate tax considerations and implementing wealth preservation strategies are essential components of effective financial planning. Here are key aspects of estate […]


Two people discuss estate planning with attorney

5 Benefits of Preparing an Inventory for Your Loved Ones Before Death

The passing of a loved one is undoubtedly a challenging time for family members and friends. Amidst the emotional turmoil, there are practical matters that must be attended to, including the distribution of the deceased’s assets and belongings. One way to ease the burden on your loved ones during this difficult period is by preparing […]


A woman goes over estate planning with her mother

Ask the Attorney: My Parents Haven’t Done Any Estate Planning. What Should They Do?

Estate planning is a crucial aspect of financial and family management, yet many individuals procrastinate or overlook this important task. If your parents haven’t done any estate planning, it’s understandable to have concerns about their future and the potential implications for their assets and well-being. Here’s what your parents should do to ensure their affairs […]


A woman looking over bills

Bills and Services to Cancel When a Loved One Dies

Losing a loved one is an emotionally challenging experience, but amidst the grief and mourning, there are practical matters that must be addressed. One of the often-overlooked aspects of dealing with the aftermath of a loved one’s passing is managing their financial affairs. Settling the estate of your loved one can prove complicated. Here are […]


A young couple with their baby

Life Events That Call for an Update to Your Estate Plan

Estate planning is not a one-and-done task; it’s an ongoing process that should evolve with the changes in your life. It’s important to ensure your plan reflects your current circumstances and desires. There are significant life events that signal it’s time to revisit and update your estate plan for continued peace of mind and protection.  […]

  • Posted on: Jan 25 2024
  • By:

Older woman working on estate plan

Why You Should Have an Incapacity Plan in Place

Estate planning is a comprehensive process that can encompass many things and extends beyond the distribution of assets after one’s passing. An often overlooked yet important component of one’s estate plan is planning for potential incapacity. Having an incapacity plan in place is essential for Californians; here’s why.  Preserve Your Decision-Making Authority While unpleasant to […]

  • Posted on: Dec 7 2023
  • By:

Two people talk about estate planning

Potentially Problematic Assets in Estate Planning

Estate planning is an essential process to ensure that one’s assets and wealth are distributed according to their wishes after they pass away. However, not all assets are straightforward to manage or distribute. Some can pose significant challenges due to their nature, ownership structure, or other unique characteristics. Recognizing and understanding these potentially problematic assets […]

  • Posted on: Oct 13 2023
  • By:

Estate planning attorney working on estate plan with client

Estate Planning Strategies at 35 vs. 65

While estate planning is extremely important regardless of your age and finances, the strategies that you use can vary greatly depending upon those two factors. Whether you are just starting a family or nearing retirement, it’s important to understand how an estate plan can help to protect your assets and your wishes. Here’s what you […]

  • Posted on: Sep 29 2023
  • By:


Man working on his estate plan

Getting Remarried? Top Estate Planning Considerations

Enduring a divorce can be heartbreaking on many levels. The last thing people often think about is meeting someone new. So, when you find yourself in love and happier than you’ve been in a long time – maybe, ever – you may wish to rush towards imagined marital bliss. However, it’s extremely important that you […]

  • Posted on: Jul 14 2023
  • By: